Recruit Wealth are delighted to be representing a highly successful, fast growing, national Financial Planning business who are currently recruiting for experienced Paraplanners to join several of their offices across the UK.
They typically deal with private clients relating to pensions and investment advice ensuring financial security with their expert guidance.
Our client is a modern, highly ethical and rewarding employer to work for.
An award winning, Chartered Financial Planning firm is looking to expand their business by appointing 1-2 Associate Financial Planners, to take over an existing client bank and grow this further with new business enquiries and prospective clients from your own network.
You will have at least 3 years industry experience, have the Level 4 Diploma and be close to achieving Chartered status.
This is a fantastic opportunity to join an entreprenurial and boutique firm as they grow, with excellent progression and earning potential.
We are proud to represent a prestigious financial planning firm who are looking for an experienced Financial Planner to join the team.
Renowned for its excellence and innovation in the industry, our client is an award-winning leader in the financial services sector, operating at the forefront of innovation.
With a track record of success, they are committed to delivering exceptional service and upholding the highest standards of professionalism.
Financial Planning Administrator - Liverpool, hybrid - up to £37K plus excellent company benefits
Our client are a highly reputable Financial Planning organisation with offices across the UK.
We are currently working with a National Wealth Management organisation to recruit an experienced Financial Planning Administrator to join their Liverpool office.
My client is an independent financial advice business who have have built a lasting reputation for providing the highest levels of advice on Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts, Mortgages and some Protections to clients across the Northwest.
The business has 3 Advisers and overall 10 staff who work with c.200 retirees, City professionals, families and professional sportsmen and women with varying levels of assets ranging from £100k - multiple millions.
The business has very ambitious plans to expand and grow organically so if you're looking to join an entrepreneurial and forward thinking business then this will be the right career move for you.
Financial Planning Administrator - Liverpool, hybrid - up to around £28K plus excellent company benefits (potentially negotiable)
Our client are a highly reputable Financial Planning organisation with offices across the UK.
We are currently working with a National Wealth Management organisation to recruit an experienced Financial Planning Administrator to join their Liverpool office.
Due to progression require an addition Senior Wealth Planning Administrator to join a team of 12 Financial Advisors and approx.
Our clients are a highly regarding firm of Wealth Planners based in modern offices who work across the Northwest and beyond, providing clear, bespoke and impartial financial planning.
15 other back-office personnel which consist of Paraplanners and support personnel to support you.
This role is for you if you are an experienced Financial Advisor looking for the next step in your career.
The business is a well-established Chartered Financial Planning practice who are based in the heart of Liverpool.
You will benefit from joining an experienced team where you will receive support, hybrid working, great benefits, and will have the ability to study with financial support to further develop your career to gain your Chartered status.
Paraplanner to Adviser (with clients provided) - Wealth Management Firm - Liverpool/Warrington - Basic salary £40k - £50k - Full study support
My client is an independent financial advice business who have have built a lasting reputation for providing the highest levels of advice on Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts, Mortgages and some Protections to clients across the Northwest.
The business has 3 Advisers and c.10 staff overall who work with c.200 retirees, City professionals, families and professional sportsmen and women with varying levels of assets ranging from £100k - multiple millions.